FIM

Freedom Investment Management Portfolio holdings

AUM $1.25B
1-Year Est. Return 17.79%
This Quarter Est. Return
1 Year Est. Return
+17.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$468M
AUM Growth
+$65.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$22.5M
3
+$18M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$8.13M
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$5.16M

Top Sells

1
+$20M
2
+$8.98M
3
+$8.56M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$3.69M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$1.73M

Sector Composition

1 Technology 4.41%
2 Industrials 3.68%
3 Healthcare 3.12%
4 Financials 2.82%
5 Energy 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.89M 0.4%
15,219
-407
27
$1.88M 0.4%
106,253
+40,477
28
$1.86M 0.4%
16,711
+2,058
29
$1.85M 0.4%
74,735
-41,443
30
$1.84M 0.39%
71,510
+41,045
31
$1.71M 0.36%
16,039
-655
32
$1.67M 0.36%
86,150
-165
33
$1.65M 0.35%
19,951
-689
34
$1.61M 0.34%
90,464
-4,083
35
$1.58M 0.34%
43,968
+17,348
36
$1.57M 0.34%
26,685
+2,224
37
$1.56M 0.33%
32,757
+24,549
38
$1.55M 0.33%
28,378
+952
39
$1.53M 0.33%
49,276
-55,819
40
$1.46M 0.31%
76,503
+14,453
41
$1.43M 0.31%
24,179
+3,816
42
$1.42M 0.3%
45,602
+21,402
43
$1.36M 0.29%
14,574
-705
44
$1.36M 0.29%
44,748
+746
45
$1.33M 0.28%
17,060
-369
46
$1.32M 0.28%
56,134
+5,868
47
$1.32M 0.28%
53,061
+13,353
48
$1.32M 0.28%
14,222
-681
49
$1.3M 0.28%
+27,039
50
$1.27M 0.27%
40,288
+4,019
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